Book Image

The Salesforce CPQ Implementation Handbook

By : Madhu Ramanujan
Book Image

The Salesforce CPQ Implementation Handbook

By: Madhu Ramanujan

Overview of this book

Salesforce CPQ is innovative software that enables you create better quotes, improve quoting accuracy, and maximize sales and deals. It also provides a quick analysis of profits and losses, helping you improve the overall execution of sales processes, and allows a great deal of flexibility for your prospects, customers, and business partners. The book starts with the Quote-2-Cash business process in Salesforce and shows you how to assess when a business needs to implement CPQ. You’ll then progress to configuring opportunities, quotes, and CPQ products. As you advance, you’ll understand how to define and configure price books, price rules for CPQ quote automation, multidimensional quoting, and more. Next, you'll look at how to configure CPQ guided selling and create package configurations, contracts, and amendments. Later chapters will demonstrate how to perform data migration from a legacy system and the order in which the objects are to be migrated. You’ll also explore CPQ billing and its advantages with the help of different use cases before learning about Industries CPQ and how it is different from standard Salesforce CPQ. Finally, you’ll discover best practices for achieving optimal CPQ performance and avoiding performance bottlenecks. By the end of this Salesforce book, you’ll be able to implement Salesforce CPQ for any business.
Table of Contents (17 chapters)
Section 1: Getting Started with Salesforce CPQ Implementation
Section 2: The Next Stage of the CPQ Journey
Section 3: Advancing with Salesforce CPQ

The Pricing and Calculation tab

These settings manage the price calculations on CPQ quotes:

  • Unit price scale: By default, this is set to 2. Unit prices are rounded to two decimal places.
  • Calculate Immediately: By enabling this field, you can enable real-time calculations. In previous chapters, we saw that reps can click the Calculate button in the QLE to see the calculated values. With this setting, the calculations are performed automatically. This has a huge impact on QLE performance. Do not enable this setting unless this is absolutely necessary and the impact is validated. Reps can click the Calculate button to see the changes, but they still need to click Quick Save and Save to update the changes.
  • Enable Quick Calculate: This improves the quote calculation time by disabling price rules and quote line formula fields that depend on parent relationships, and displaying roll-up summary fields in the QLE. This setting needs to be enabled only if you are not using...